Touchstone Pathway Information

Touchstone Pathway is a comprehensive suite of tools that helps financial planning clients map out (and stick to) a long term financial game plan. Based on years of behavioral research, Touchstone Pathway offers financial advisors a complete system to grow client relationships by uncovering hidden beliefs that are shaping their clients' decisions. Touchstone Pathway was envisioned and founded by Robert V. (Bob) Bolen, CFA, CFP®, CeFT™, and President and Founder of Envision Wealth Planning, an integrated wealth management firm located in Nashville, TN. The service was inspired by a deeply held desire to impact clients’ lives for the better. Bob is a lifelong learner in the varied and different approaches to Financial Life Planning, having been in the financial services industry for close to 30 years. Bob took the needs that he saw while running his own company and tested them with other advisors in the industry. He found that other advisors saw the same gaps in their financial planning resources. Touchstone Pathway was refined and tested for more than a year to be of utmost benefit to advisors and their clients in the real world.